VTI Vanguard Total Stock Market ETF | $146,884,081 | $200,185 â–¼ | -0.1% | 457,854 | 12.1% | ETF |
JPMorgan Active Bond ETF
| $106,861,309 | $3,545,540 â–² | 3.4% | 1,987,378 | 8.8% | ETF |
Vanguard Core Bond ETF
| $92,444,569 | $5,045,563 â–² | 5.8% | 1,194,683 | 7.6% | ETF |
AVDE Avantis International Equity ETF | $79,129,934 | $925,180 â–¼ | -1.2% | 932,696 | 6.5% | ETF |
DFSD Dimensional Short-Duration Fixed Income ETF | $63,987,902 | $4,778,856 â–² | 8.1% | 1,336,422 | 5.3% | ETF |
ICSH iShares Ultra Short-Term Bond Active ETF | $55,829,705 | $1,254,262 â–² | 2.3% | 1,102,918 | 4.6% | ETF |
AVEM Avantis Emerging Markets Equity ETF | $46,490,249 | $2,208,457 â–² | 5.0% | 576,945 | 3.8% | ETF |
DFLV Dimensional US Large Cap Value ETF | $32,726,246 | $5,296,078 â–² | 19.3% | 916,445 | 2.7% | ETF |
SPY SPDR S&P 500 ETF Trust | $25,916,598 | $288,099 â–¼ | -1.1% | 39,851 | 2.1% | Finance |
DFSV Dimensional US Small Cap Value ETF | $24,368,295 | $1,741,103 â–² | 7.7% | 695,442 | 2.0% | ETF |
DFAE Dimensional Emerging Core Equity Market ETF | $23,698,767 | $338,126 â–¼ | -1.4% | 699,905 | 1.9% | ETF |
IVV iShares Core S&P 500 ETF | $23,593,429 | $365,800 â–² | 1.6% | 36,119 | 1.9% | ETF |
Nuveen AA-BBB CLO ETF
| $22,635,328 | $3,652,904 â–² | 19.2% | 907,773 | 1.9% | ETF |
IWV iShares Russell 3000 ETF | $20,890,050 | $42,258 â–¼ | -0.2% | 56,356 | 1.7% | ETF |
FLOT iShares Floating Rate Bond ETF | $20,059,953 | $441,584 â–¼ | -2.2% | 393,718 | 1.6% | ETF |
VTHR Vanguard Russell 3000 ETF | $16,444,384 | $1,049,648 â–² | 6.8% | 57,183 | 1.4% | ETF |
DFAI Dimensional International Core Equity Market ETF | $15,075,338 | $172,320 â–¼ | -1.1% | 386,944 | 1.2% | ETF |
Vanguard Core-Plus Bond ETF
| $15,002,472 | $710,639 â–² | 5.0% | 193,358 | 1.2% | ETF |
VTV Vanguard Value ETF | $14,739,157 | $227,396 â–¼ | -1.5% | 75,123 | 1.2% | ETF |
ESGV Vanguard ESG U.S. Stock ETF | $14,652,695 | $551,021 â–² | 3.9% | 130,513 | 1.2% | ETF |
DFUV Dimensional US Marketwide Value ETF | $14,269,047 | $255,336 â–¼ | -1.8% | 294,450 | 1.2% | ETF |
JMUB JPMorgan Municipal ETF | $13,557,588 | $669,466 â–¼ | -4.7% | 271,206 | 1.1% | ETF |
MUB iShares National Muni Bond ETF | $13,024,393 | $205,506 â–¼ | -1.6% | 122,698 | 1.1% | ETF |
REET iShares Global REIT ETF | $12,436,414 | $2,371,668 â–¼ | -16.0% | 494,490 | 1.0% | ETF |
JMST JPMorgan Ultra-Short Municipal ETF | $12,382,328 | $2,765,308 â–¼ | -18.3% | 242,886 | 1.0% | ETF |
SCHV Schwab U.S. Large-Cap Value ETF | $11,776,881 | $925,279 â–² | 8.5% | 386,127 | 1.0% | ETF |
IWM iShares Russell 2000 ETF | $9,948,184 | $108,375 â–¼ | -1.1% | 40,114 | 0.8% | Finance |
TOTL SPDR Doubleline Total Return Tactical ETF | $9,243,900 | $2,259,803 â–² | 32.4% | 232,668 | 0.8% | ETF |
VSGX Vanguard ESG International Stock ETF | $8,558,824 | $173,228 â–¼ | -2.0% | 119,320 | 0.7% | ETF |
VUG Vanguard Growth ETF | $8,106,667 | $99,586 â–¼ | -1.2% | 18,560 | 0.7% | ETF |
AVUV Avantis U.S. Small Cap Value ETF | $7,896,837 | $524,070 â–² | 7.1% | 71,484 | 0.6% | ETF |
BSV Vanguard Short-Term Bond ETF | $7,480,369 | $2,026,422 â–¼ | -21.3% | 95,401 | 0.6% | ETF |
ITOT iShares Core S&P Total U.S. Stock Market ETF | $7,373,463 | $1,017,521 â–² | 16.0% | 51,769 | 0.6% | ETF |
DFAU Dimensional US Core Equity Market ETF | $7,351,808 | $172,358 â–¼ | -2.3% | 162,939 | 0.6% | ETF |
IUSB iShares Core Total USD Bond Market ETF | $7,291,318 | $1,507,364 â–¼ | -17.1% | 157,855 | 0.6% | Manufacturing |
VTEB Vanguard Tax-Exempt Bond ETF | $7,158,866 | $2,096,727 â–² | 41.4% | 143,493 | 0.6% | ETF |
CLOI VanEck CLO ETF | $6,462,970 | $1,045,726 â–² | 19.3% | 122,637 | 0.5% | ETF |
AAPL Apple | $6,030,259 | $1,646,577 â–¼ | -21.4% | 23,761 | 0.5% | Computer and Technology |
MDY SPDR S&P MidCap 400 ETF Trust | $5,969,616 | $238,069 â–¼ | -3.8% | 9,679 | 0.5% | ETF |
SCHB Schwab US Broad Market ETF | $5,644,990 | $256,095 â–² | 4.8% | 224,900 | 0.5% | ETF |
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $5,393,392 | $3,469 â–¼ | -0.1% | 102,614 | 0.4% | Manufacturing |
IWD iShares Russell 1000 Value ETF | $5,238,139 | $14,530 â–¼ | -0.3% | 24,515 | 0.4% | ETF |
VNQ Vanguard Real Estate ETF | $4,621,270 | $784,552 â–¼ | -14.5% | 52,100 | 0.4% | ETF |
SUB iShares Short-Term National Muni Bond ETF | $4,596,966 | $400,973 â–¼ | -8.0% | 43,164 | 0.4% | ETF |
DFAT Dimensional U.S. Targeted Value ETF | $4,353,140 | $97,235 â–¼ | -2.2% | 69,706 | 0.4% | ETF |
IWF iShares Russell 1000 Growth ETF | $4,101,665 | $78,886 â–¼ | -1.9% | 9,619 | 0.3% | ETF |
Eaton Vance Short Dur Muncpl Inc ETF
| $4,077,486 | $877,120 â–² | 27.4% | 81,241 | 0.3% | ETF |
VMBS Vanguard Mortgage-Backed Securities ETF | $3,970,233 | $282 â–¼ | 0.0% | 84,563 | 0.3% | ETF |
VBR Vanguard Small-Cap Value ETF | $3,864,151 | $271,123 â–¼ | -6.6% | 17,787 | 0.3% | ETF |
IVW iShares S&P 500 Growth ETF | $3,782,582 | $62,888 â–¼ | -1.6% | 33,442 | 0.3% | ETF |
VONG Vanguard Russell 1000 Growth ETF | $3,708,948 | $2,194 â–¼ | -0.1% | 33,813 | 0.3% | ETF |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | $3,285,589 | $1,232,148 â–² | 60.0% | 39,705 | 0.3% | ETF |
IJR iShares Core S&P Small-Cap ETF | $3,266,742 | $245,637 â–¼ | -7.0% | 26,279 | 0.3% | ETF |
VYM Vanguard High Dividend Yield ETF | $3,231,986 | | 0.0% | 21,823 | 0.3% | Financial Services |
DFCF Dimensional Core Fixed Income ETF | $3,143,912 | $2,733,914 â–² | 666.8% | 74,465 | 0.3% | ETF |
IEMG iShares Core MSCI Emerging Markets ETF | $3,135,611 | $104,625 â–¼ | -3.2% | 44,955 | 0.3% | ETF |
VCSH Vanguard Short-Term Corporate Bond ETF | $3,007,821 | $126,753 â–¼ | -4.0% | 37,944 | 0.2% | ETF |
VOOG Vanguard S&P 500 Growth ETF | $2,997,337 | | 0.0% | 7,352 | 0.2% | ETF |
JPMorgan Limited Duration Bond ETF
| $2,923,005 | $1,860,782 â–² | 175.2% | 56,007 | 0.2% | ETF |
VEA Vanguard FTSE Developed Markets ETF | $2,894,494 | $41,844 â–¼ | -1.4% | 45,170 | 0.2% | ETF |
AMZN Amazon.com | $2,847,051 | $54,567 â–¼ | -1.9% | 13,670 | 0.2% | Retail/Wholesale |
BIV Vanguard Intermediate-Term Bond ETF | $2,791,781 | $1,243,536 â–¼ | -30.8% | 36,172 | 0.2% | ETF |
IJH iShares Core S&P Mid-Cap ETF | $2,644,677 | $134,047 â–¼ | -4.8% | 39,163 | 0.2% | ETF |
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF | $2,610,299 | $71,523 â–² | 2.8% | 105,254 | 0.2% | ETF |
SCHF Schwab International Equity ETF | $2,481,853 | $280,566 â–² | 12.7% | 100,277 | 0.2% | ETF |
VOO Vanguard S&P 500 ETF | $2,400,661 | $59,150 â–¼ | -2.4% | 4,018 | 0.2% | ETF |
BLOXX BBB 1-5 YR Core Bond ETF
| $2,374,560 | $456,520 â–² | 23.8% | 46,428 | 0.2% | ETF |
BIL SPDR Bloomberg 1-3 Month T-Bill ETF | $2,207,390 | $212,510 â–² | 10.7% | 24,088 | 0.2% | ETF |
UMBF UMB Financial | $2,017,024 | $363,522 â–¼ | -15.3% | 17,883 | 0.2% | Finance |
VTES Vanguard Short-Term Tax-Exempt Bond ETF | $2,005,606 | $7,484 â–¼ | -0.4% | 19,830 | 0.2% | ETF |
DFUS Dimensional U.S. Equity ETF | $1,915,279 | $1,173,206 â–² | 158.1% | 27,010 | 0.2% | ETF |
QQQ Invesco QQQ | $1,879,982 | $55,412 â–² | 3.0% | 3,257 | 0.2% | Finance |
LLY Eli Lilly and Company | $1,872,652 | $50,587 â–¼ | -2.6% | 2,036 | 0.2% | Medical |
J P Morgan Mortgage Backed Secs ETF
| $1,649,340 | $477,717 â–² | 40.8% | 32,340 | 0.1% | ETF |
TCW Flexible Income ETF
| $1,625,071 | $401,889 â–² | 32.9% | 41,382 | 0.1% | ETF |
AVSU Avantis Responsible U.S. Equity ETF | $1,581,478 | | 0.0% | 21,393 | 0.1% | ETF |
MSFT Microsoft | $1,543,785 | $96,625 â–¼ | -5.9% | 4,170 | 0.1% | Computer and Technology |
IVE iShares S&P 500 Value ETF | $1,525,559 | | 0.0% | 7,225 | 0.1% | ETF |
SGOV iShares 0-3 Month Treasury Bond ETF | $1,521,152 | $215,913 â–¼ | -12.4% | 15,112 | 0.1% | ETF |
VONV Vanguard Russell 1000 Value ETF | $1,493,184 | | 0.0% | 15,929 | 0.1% | ETF |
PRF Invesco RAFI US 1000 ETF | $1,465,112 | | 0.0% | 30,825 | 0.1% | ETF |
VanEck AA-BB CLO ETF
| $1,458,554 | $642,504 â–² | 78.7% | 29,180 | 0.1% | ETF |
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $1,431,724 | $153,646 â–² | 12.0% | 26,902 | 0.1% | Manufacturing |
SPYV SPDR Portfolio S&P 500 Value ETF | $1,405,277 | $28,290 â–² | 2.1% | 24,837 | 0.1% | ETF |
EFA iShares MSCI EAFE ETF | $1,388,196 | $17,969 â–² | 1.3% | 14,292 | 0.1% | Finance |
JAAA Janus Henderson AAA CLO ETF | $1,374,950 | $1,374,950 â–² | New Holding | 27,297 | 0.1% | ETF |
JPM JPMorgan Chase & Co. | $1,372,551 | $64,421 â–¼ | -4.5% | 4,666 | 0.1% | Finance |
VWO Vanguard FTSE Emerging Markets ETF | $1,328,657 | $4,540 â–¼ | -0.3% | 24,582 | 0.1% | ETF |
DFIV Dimensional International Value ETF | $1,230,671 | $489,746 â–¼ | -28.5% | 23,317 | 0.1% | ETF |
NOC Northrop Grumman | $1,209,612 | $10,916 â–¼ | -0.9% | 1,773 | 0.1% | Aerospace |
JBBB Janus Henderson B-BBB CLO ETF | $1,190,525 | $1,190,525 â–² | New Holding | 25,545 | 0.1% | ETF |
BRK.B Berkshire Hathaway | $1,187,458 | | 0.0% | 2,478 | 0.1% | Finance |
JSCP JPMorgan Short Duration Core Plus ETF | $1,127,727 | $1,127,727 â–² | New Holding | 23,842 | 0.1% | ETF |
XOM ExxonMobil | $1,118,242 | $74,821 â–¼ | -6.3% | 6,591 | 0.1% | Energy |
ABBV AbbVie | $1,064,179 | $174,210 â–¼ | -14.1% | 4,893 | 0.1% | Medical |
CVNA Carvana | $1,024,879 | $152,474 â–² | 17.5% | 3,260 | 0.1% | Retail/Wholesale |
VXUS Vanguard Total International Stock ETF | $1,007,519 | $103,559 â–¼ | -9.3% | 13,066 | 0.1% | ETF |
VB Vanguard Small-Cap ETF | $974,756 | $786 â–¼ | -0.1% | 3,722 | 0.1% | ETF |
FNDF Schwab Fundamental International Equity ETF | $886,416 | | 0.0% | 18,116 | 0.1% | ETF |
AVUS Avantis U.S. Equity ETF | $878,322 | $222,916 â–² | 34.0% | 7,900 | 0.1% | ETF |
